Institutional Owners for BAC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LAKERIDGE WEALTH MANAGEMENT LLC | COM | 3101 | $345,157 | 9,102 | 0.00 | 0.00 | -8,160 | -47.27 | 03-31-2024 |
| GREYSTONE FINANCIAL GROUP LLC | COM | 3102 | $345,034 | 9,099 | 0.00 | 0.00 | -696 | -7.11 | 03-31-2024 |
| LANDSBERG BENNETT & DUBBANEH LLC | COM | 3103 | $392,000 | 9,091 | 0.05 | 0.05 | 21 | 0.23 | 09-30-2021 |
| EFG ASSET MANAGEMENT (AMERICAS) CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -65,047 | -87.75 | 03-31-2024 |
